AVUS vs DFAT
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT, ETF).
5-Year PerformanceAVUS has outperformed DFAT, delivering a return of +13.0% compared to +11.7%
AVUS vs DFAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVUS
$14B
Winner
DFAT
$14B
Expense Ratio
Winner
AVUS
0.15%
DFAT
0.28%
Max Drawdown
AVUS
37.04%
Winner
DFAT
26.61%
Sharpe Ratio
Winner
AVUS
1.60
DFAT
1.44
5Y Beta
AVUS
0.98
Winner
DFAT
0.94
P/E Ratio
Winner
AVUS
24.03
DFAT
50.67
Forward P/E
AVUS
18.01
Winner
DFAT
11.74
5Y Dividends CAGR
AVUS
14.46%
Winner
DFAT
59.33%
5Y EPS CAGR
Winner
AVUS
22.80%
DFAT
8.26%
Debt to Equity
AVUS
N/A
DFAT
117.44%
P/S Ratio
AVUS
2.33
Winner
DFAT
0.88
P/B Ratio
AVUS
4.08
Winner
DFAT
1.44
AVUS vs DFAT - Holdings Comparison
AVUS and DFAT have 908 common holdings. Overlap is 7.74%
AVUS's top 25 holdings weight is 37.92%. DFAT's top 25 holdings weight is 12.08%.
| Rank | AVUS | DFAT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | TD SYNNEX CORP (SNX) - 0.70% |
| #2 | APPLE INC (AAPL) - 4.85% | TOLL BROTHERS INC (TOL) - 0.66% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | ALLY FINANCIAL INC (ALLY) - 0.62% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | WESCO INTERNATIONAL INC (WCC) - 0.60% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | ALCOA CORP (AA) - 0.56% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | FIRST HORIZON CORP (FHN) - 0.55% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | BORGWARNER INC (BWA) - 0.53% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.53% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | VIATRIS INC (VTRS) - 0.53% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | INVESCO LTD (IVZ) - 0.51% |
| #11 | BROADCOM INC (AVGO) - 1.01% | COMERICA INC (CMA) - 0.49% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.49% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | SOUTHSTATE BANK CORP (SSB) - 0.49% |
| #14 | TESLA INC (TSLA) - 0.80% | OVINTIV INC (OVV) - 0.48% |
| #15 | WALMART INC (WMT) - 0.78% | UNUM GROUP (UNM) - 0.47% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | WEBSTER FINANCIAL CORP (WBS) - 0.46% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | n/a (TAP) - 0.46% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | THE MOSAIC CO (MOS) - 0.46% |
| #19 | MERCK & CO INC (MRK) - 0.72% | GAP INC (GAP) - 0.45% |
| #20 | VISA INC CLASS A (V) - 0.72% | FRANKLIN RESOURCES INC (BEN) - 0.45% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | JONES LANG LASALLE INC (JLL) - 0.32% |
| #22 | CHEVRON CORP (CVX) - 0.67% | ONEMAIN HOLDINGS INC (OMF) - 0.32% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.32% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | n/a (LBRDK) - 0.32% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | F N B CORP (FNB) - 0.31% |
| Total Holdings | 1846 | 1371 |
AVUS vs DFAT - Historical Returns
Returns include dividend reinvestment.
1M
AVUS
+0.24%
Winner
DFAT
+3.21%
3M
Winner
AVUS
+7.26%
DFAT
+6.61%
6M
Winner
AVUS
+12.27%
DFAT
+10.52%
1Y
AVUS
+26.29%
Winner
DFAT
+29.58%
5Y(CAGR)
Winner
AVUS
+13.02%
DFAT
+11.71%
Max(CAGR)
Winner
AVUS
+16.29%
DFAT
+10.50%
AVUS vs DFAT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | DFAT |
|---|---|---|
| 2026 | +14.36% | +18.27% |
| 2025 | +16.80% | +8.95% |
| 2024 | +21.05% | +8.30% |
| 2023 | +22.55% | +21.45% |
| 2022 | -14.25% | -6.99% |
| 2021 | +30.39% | +5.08% |
| 2020 | +16.67% | N/A |
| 2019 | +8.87% | N/A |
AVUS vs DFAT Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for DFAT was -26.11%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current AVUS drawdown is -0.33%. The current DFAT drawdown is -0.89%.
| Rank | AVUS | DFAT |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -26.11% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -20.00% Nov 16, 2021 - Feb 1, 2023 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -16.46% Feb 2, 2023 - Jul 31, 2023 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -13.76% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -9.76% Jul 31, 2024 - Nov 6, 2024 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -9.55% Feb 6, 2026 - Apr 20, 2026 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -9.26% Jun 15, 2021 - Oct 7, 2021 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -7.81% Mar 28, 2024 - May 15, 2024 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -6.86% Dec 27, 2023 - Mar 21, 2024 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -6.33% May 15, 2024 - Jul 15, 2024 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -3.59% May 6, 2026 - Jun 2, 2026 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -3.41% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -3.33% Oct 25, 2021 - Nov 1, 2021 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -2.83% Dec 11, 2025 - Jan 6, 2026 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -2.73% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between AVUS and DFAT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2026)
AVUS vs DFAT dividend yield comparison.
| Year | AVUS | DFAT |
|---|---|---|
| 2026 | 0.45% | 0.62% |
| 2025 | 1.08% | 1.55% |
| 2024 | 1.27% | 1.31% |
| 2023 | 1.41% | 1.34% |
| 2022 | 1.59% | 1.34% |
| 2021 | 1.08% | 1.13% |
| 2020 | 1.19% | 0.00% |
| 2019 | 0.35% | 0.00% |
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